Bryan Briand is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, Bryan is an independent licensed real estate agent and is involved with LibertyID, a service focused on identity theft protection. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of discretionary management and model-based strategies, along with financial planning and consulting, leveraging proprietary and third-party platforms to tailor client relationships.

James Mardock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with Tilikum. Outside of his advisory work, he has engaged in mushroom picking for over two decades. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charities, and corporations through both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products, managing over $2 billion in assets as of year-end 2025.

Holly Bochsler is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is involved in community activities including serving on the finance committee of a local Catholic church and participating on the board of Discover Mt. Angel, a nonprofit organization. Additionally, she works with WealthWave in a marketing capacity and has experience as a math instructor at Chemeketa Community College. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network and managing approximately $1.7 billion in regulatory assets under management.

Mark Hunter is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He is involved in providing financial education as a Certified Financial Educator with the Heartland Institute of Financial Education. Outside of his advisory role, Hunter works as a driver for several organizations including Student Transportation of America and TrackersEarth summer camps. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, delivering investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Marie Clow is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been affiliated with various Steward Partners entities since 2015. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Douglas Perry is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors and Cascadia Wealth Management. Perry also sells life, disability, annuities, and long-term care insurance as an insurance agent. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios overseen by an Investment Committee and offers integrated tax services, Core Family Office solutions, and employer financial-wellness tools.

Gabriel Arreguin is a financial advisor with Principal Financial Services in Lake Oswego, OR, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Financial Group, Oregon Community Credit Union, and TJ Forestry LLC. He is also involved in the sales and service of various life and annuity insurance products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Peyton Wood is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, Wood held various roles at George Fox University and Aldrich Wealth, among other positions. Outside of advising, Wood has been involved with Trampoline Zone since 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal and third-party research and offers integrated tax, accounting, and CFO services alongside traditional portfolio management.

Brynn Buswell is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer‑sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and utilizing both qualitative and quantitative analysis.

Tinh Nguyen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Steward Partners Investment Advisory since 2023 and previously worked at affiliated Steward Partners entities dating back to 2009. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory, financial planning, pension consulting, and managed account services.

Justin Lindsey is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various Steward Partners entities since 2009. Outside of his advisory role, Lindsey serves as treasurer and board member of Lakeridge Lacrosse, a high school lacrosse club in Lake Oswego, OR. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients with a range of investment advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.

Eric Wishan is an investment advisory representative at CWM, LLC with 21 years of industry experience. He has worked at Cetera Wealth Services, LLC and LPL Financial, LLC prior to his current role. Outside of his financial advisory work, he serves as the regional director for the Northwest Region of the Ferrari Club of North America and is president of a homeowners association. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to develop and monitor model portfolios using both fundamental and technical analysis.

William Leder Jr. is a CFP® with 22 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services and Trusted Advisors, along with maintaining a self-employed practice since 2003. Outside of advisory work, he is a co-owner of an ice cream shop in Canby, Oregon. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs a discretionary, committee-overseen investment approach with a wide range of strategies and notable tax and administrative integration uncommon for a firm of its size.

Jeffrey Kantor is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs.

Duane Rodewald is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Steward Partners entities since 2009. Based in Lake Oswego, OR, he has worked within Steward Partners Investment Solutions, Steward Partners Global Advisory, and currently Steward Partners Investment Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Jeffrey Gale is a CFP® professional with eight years of industry experience, currently serving as an advisor with Eagle Strategies (NY Life) and operating under the Legacy Wealth Partners, Inc. DBA for servicing insurance and financial product clients. His prior experience includes roles at Willamette Financial Advisors, Blue Water Wealth, and Cambridge Investment Research. He is based in Portland, OR. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm provides tailored advice across multiple program types, working extensively with defined contribution and defined benefit plans, charitable and corporate clients, and insurance and annuity products.

William Venturi is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior roles include positions at Aviara Wealth LLC, Secfi Securities, LLC, and OpenInvest. Mariner Wealth Advisors provides investment management, financial planning, retirement consulting, and specialized tax and family office services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs customized portfolio strategies overseen by an internal committee and integrates tax and accounting services alongside traditional advisory offerings.

Adrian Maykut is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He has been with D.A. Davidson since 2001 and holds the Series 63 and Series 65 designations. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with assets over $20 million, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Peter Johnson is a financial advisor with Principal Financial Services, holding a Series 66 credential and six years of industry experience. Before joining Principal in 2021, he worked at firms including Gregory Baker, Waddell & Reed, and Molina Insurance Group. Outside of advising, he is a Certified Divorce Financial Analyst with Bridges Collaborative Divorce Solutions and teaches parent education classes addressing emotional support during divorce in Multnomah and Clackamas counties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Julie Johnson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in several other ventures, including ownership of Johnson Financial Group Inc and leading workshops for women contemplating divorce through Second Saturday. Additionally, she serves as a referral partner for College Loan Freedom, assisting clients with federal student loan forgiveness and payment reduction programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers within an integrated retirement plan ecosystem, supported by a large advisor network and multiple program platforms.